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Ventas (VTR)
NYSE:VTR
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.13Last Year’s EPS
0.05Same Quarter Last Year
Strong Buy
Based on 13 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 30, 2025
|% Change Since: -5.72%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Positive
The earnings call highlights Ventas's strong first-quarter performance, driven by significant growth in their senior housing segment and increased investment activities. While the company faces some challenges, such as seasonal move-outs and research segment performance, the overall outlook remains positive due to favorable demographic trends and strategic portfolio management.Company Guidance
In the Ventas First Quarter 2025 Earnings Call, the company provided guidance for strong financial performance driven by their senior housing operating portfolio (SHOP), which saw a 14% year-over-year cash same-store NOI growth. This growth was fueled by significant increases in occupancy and rates, with SHOP delivering $0.84 of normalized FFO per share in the first quarter, marking an 8% increase. The company projected a 7% normalized FFO per share growth for the full year 2025. Ventas also highlighted a 7.4% revenue growth within SHOP, supported by a 290 basis point increase in same-store SHOP occupancy. The company's investment activity is set to expand, with a raised full-year investment guidance from $1 billion to $1.5 billion in senior housing communities, expected to offer 7% to 8% year-one NOI yields and low-to-mid teens unlevered IRRs. The call reaffirmed a robust financial profile with a 3% dividend yield and improved leverage and liquidity, positioning Ventas favorably in the REIT space.Strong First Quarter Financial Performance
Ventas delivered $0.84 of normalized FFO per share in the first quarter, an increase of approximately 8% year-over-year, driven by their senior housing operating portfolio.
Significant Growth in Senior Housing Segment
SHOP's 14% year-over-year cash same store NOI growth was driven by meaningful increases in occupancy and rate. The U.S. SHOP portfolio showed occupancy growth of 330 basis points and NOI growth of 16%.
Increased Investment Activity
Ventas increased their full-year investment guidance to $1.5 billion from their original $1 billion, having closed $900 million in senior housing investments year-to-date.
Favorable Demographic Trends
The over-80 population is projected to increase significantly, creating strong demand for senior housing. The current supply constraints, with new senior housing units at the lowest on record, present a favorable environment for Ventas.
Enhanced Portfolio Composition
Ventas has transitioned 45 Brookdale communities to SHOP and introduced new operators, with expectations to double the NOI from approximately $50 million to over $100 million.
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VTR Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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VTR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Apr 30, 2025 | $70.08 | $65.54 | -6.48% |
| Feb 12, 2025 | $59.52 | $64.49 | +8.35% |
| Oct 30, 2024 | $65.51 | $64.53 | -1.50% |
| Aug 01, 2024 | $54.11 | $55.18 | +1.98% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Ventas (VTR) report earnings?
Ventas (VTR) is schdueled to report earning on Jul 31, 2025, TBA Not Confirmed.
What is Ventas (VTR) earnings time?
Ventas (VTR) earnings time is at Jul 31, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is VTR EPS forecast?
VTR EPS forecast for the fiscal quarter 2025 (Q2) is 0.13.
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